Jack Matuszewski
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2023 to now
- Lakeland ValetNov 2022 to May 2023
- Whole FoodsJul 2022 to Aug 2022
- Balch Lake MarinaMay 2021 to Aug 2021
- Balch Lake MarinaJun 2020 to Aug 2020
- Florida Southern CollegeAug 2019 to Jun 2023
- Balch Lake MarinaJun 2019 to Aug 2019
- The Savings BankNov 2018 to Jun 2019
- Balch MarinaMay 2018 to Aug 2021
- Wakefield Memorial High SchoolSep 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7788002
- Firm CRD
- 104555